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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,527 | $76,407+259.3% | $150,298+82.7% | $82,448+233.0% |
| Participation rate | 72.0% | 66.4%+5.6pp | 77.8%-5.8pp | 68.1%+3.9pp |
| Annual return | 16.06% | 39.99%-23.9pp | 62.79%-46.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,249 | $3,214+1.1% | $5,453-40.4% | $4,139-21.5% |
| Admin fee / account holder | $6,204 | $6,352-2.3% | $14,116-56.0% | $7,234-14.2% |